Role & responsibilities
Acquire and manage HNI, Preferred, and Retail Banking customers.
Drive sales of CASA, Investments, Insurance, Loans, and Wealth products.
Build and deepen customer relationships to increase portfolio value and wallet share.
Generate recent business through customer acquisition, referrals, and relationship expansion.
Cross-sell and upsell banking and financial products based on customer needs.
Manage customer portfolios and ensure growth in liabilities and fee income.
Provide financial solutions and advisory support to customers.
Deliver superior customer experience and ensure timely resolution of queries.
Achieve monthly, quarterly, and annual business targets.
Maintain portfolio quality and monitor customer engagement activities.
Ensure compliance with KYC, AML,



audit, and regulatory requirements.
Coordinate with internal teams for seamless customer servicing and product delivery.
Track market prospects and competitor activities to drive business growth.
Strengthen customer retention through regular reviews and engagement.

Preferred candidate profile
Education: Any Graduate
Experience: candidates with up to 8 years of experience in Sales, Banking, Financial Services, Insurance, Fintech, Telecom, Retail or other customer-facing sales roles.
Solid sales, customer acquisition, and portfolio management skills.

📌 Walk In Drive Kamala Mills Hdfc Bank Mumbai
🏢 HDFC Bank
📍 Mumbai